News & Insights
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Not Out of the Woods Yet
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although…
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Lost in Translation
Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of…
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Markets End 2022 On Positive Note & Hope For a Better 2023
Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that…
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A Wintery Mix
Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be…
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All Too Routine “Extraordinary Measures”
Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) …
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When The Party is Over – Better Safe Than Sorry
Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. …
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The China Dilemma
Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets…
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An Arresting Development – Or A Few
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer…
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Be Careful What You Wish For
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a…
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A Mild Bout of Market Indigestion
Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were…
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A Blockbuster Bankruptcy and a World Cup Like No Other
Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the…
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Moneta Moment – A Testing Moment for Real Estate
Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient…
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No Room for Surprises
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a…
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Jobs Matter, But Not in the Usual Way, This Election Day
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the…
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Volatility Higher as Fed Focused on Inflation
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Not Exactly the Same Song Sheet
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this…
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Why, When it Comes to Volatility, Enough is Enough
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election…
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Should Investors Worry About Mid-Term Elections?
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed…
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All Eyes on Earnings as Predictions Grow Grim About Shocks and Aftershocks
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear…
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Shelter from the Storm
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week,…
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Can You Hear Me Now?: Fed Provides Clarity at Jackson Hole
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of…
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Private Market Report – Mid-Year 2022
In this edition of the Private Market Report, we review developments from the first half of 2022 relating to private…
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Game On: Fed Raises Rates to Combat Inflation
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating…
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Moneta Partner Lynn Dunston featured by Local Denver 7 News
Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile…